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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-12-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Bank | Charlotte | NC | 01/2012 | 05/2019 |
| Truist Bank | Sarasota | FL | 05/2019 | 03/2022 |
| Truist Investment Services, Inc. | Atlanta | GA | 03/2022 | Present |
| Truist Advisory Services, Inc. | Sarasota | FL | 11/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-15 |
| S63 | Uniform Securities Agent State Law Examination | 2008-10-11 |
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